Sun Financial’s Apple AAPL Stock Holding History

Sun Financial’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.65M	Buy	11,847 +1,219	+11%	+$349K	1.72%	13
2026 Q1	$3.17M	Buy	10,628 +23	+0.2%	+$5.99K	1.59%	13
2025 Q4	$2.88M	Buy	+10,605	New	+$2.85M	1.61%	14

Other funds holding AAPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sun Financial's AAPL Position: Q2 2026 in Review

Sun Financial increased its Apple (AAPL) stake by 11% in Q2 2026, buying an estimated $349K and bringing the position to 11,847 shares worth $3.65M. The position accounts for 1.72% of the portfolio, ranked #13.

Sun Financial first reported a position in AAPL in Q4 2025 and has held it in 3 quarters since. 6,145 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

Sun Financial held 11,847 shares of Apple worth $3.65M as of Q2 2026.
Sun Financial bought 1,219 Apple shares in Q2 2026, an estimated $349K.
Apple made up 1.72% of Sun Financial's portfolio in Q2 2026, its #13 holding.
Sun Financial first reported a position in Apple in Q4 2025 and has held it in 3 quarters since.
6,145 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.